JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
-14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,479
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$4.05M
3
+$3.95M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.49M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.06M

Top Sells

1
+$7.84M
2
+$5.47M
3
+$5.3M
4
JNUG icon
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
+$3.29M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.17M

Sector Composition

1 Financials 4.1%
2 Technology 2.66%
3 Industrials 2.62%
4 Consumer Discretionary 2.33%
5 Healthcare 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$16K ﹤0.01%
+204
677
$16K ﹤0.01%
+905
678
$16K ﹤0.01%
+834
679
$16K ﹤0.01%
+278
680
$16K ﹤0.01%
113
-220
681
$15K ﹤0.01%
+1,289
682
$15K ﹤0.01%
+312
683
$15K ﹤0.01%
+324
684
$15K ﹤0.01%
+135
685
$15K ﹤0.01%
+134
686
$15K ﹤0.01%
+321
687
$15K ﹤0.01%
+467
688
$15K ﹤0.01%
141
-6,097
689
$15K ﹤0.01%
+200
690
$15K ﹤0.01%
+142
691
$15K ﹤0.01%
+261
692
$15K ﹤0.01%
+492
693
$14K ﹤0.01%
+251
694
$14K ﹤0.01%
+2,575
695
$14K ﹤0.01%
+262
696
$14K ﹤0.01%
+120
697
$14K ﹤0.01%
+468
698
$14K ﹤0.01%
+93
699
$14K ﹤0.01%
+315
700
$14K ﹤0.01%
+350
26 27
28
29 30